See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,368 | $150,187-81.8% | $120,354-77.3% | $145,922-81.2% |
| Participation rate | 90.9% | 78.8%+12.2pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 14.10% | 154.07%-140.0pp | 107.15%-93.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,826 | $4,348-35.0% | $3,463-18.4% | $4,660-39.4% |
| Participant deferral / active EE | $5,634 | $6,173-8.7% | $4,991+12.9% | $6,688-15.8% |
| Admin fee / account holder | $564 | $12,207-95.4% | $9,423-94.0% | $13,397-95.8% |